Filing Research | PDM - PIEDMONT REALTY TRUST INC Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	WILSEY ASSET MANAGEMENT INC	Shares	4.9MSH	$44.9M
2	Nepsis Inc.	Shares	483.3KSH	$4.4M
3	Swedbank AB	Shares	123.2KSH	$1.1M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	92.6KSH	$847.3K
5	Merit Financial Group, LLC	Shares	67.9KSH	$621.4K
6	Robeco Institutional Asset Management B.V.	Shares	53.8KSH	$492.5K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.6KSH	$407.0K
8	Police & Firemen's Retirement System of New Jersey	Shares	39.4KSH	$360.3K
9	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	30.9KSH	$282.4K
10	BFSG, LLC	Shares	25.8KSH	$236.2K
11	IFM Investors Pty Ltd	Shares	20.3KSH	$185.5K
12	SIGNATUREFD, LLC	Shares	18.7KSH	$171.5K
13	Sequoia Financial Advisors, LLC	Shares	18.3KSH	$167.6K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	16.6KSH	$152.1K
15	SCHARF INVESTMENTS, LLC	Shares	14.8KSH	$135.5K
16	Sherry Group, Inc.	Shares	11.4KSH	$106.4K
17	J.W. COLE ADVISORS, INC.	Shares	11.3KSH	$103.5K
18	Ballentine Partners, LLC	Shares	10.7KSH	$97.8K
19	Farther Finance Advisors, LLC	Shares	5.9KSH	$54.1K
20	Pflug Koory, LLC	Shares	4.7KSH	$42.8K
21	GAMMA Investing LLC	Shares	3.1KSH	$28.6K
22	Spire Wealth Management	Shares	2.4KSH	$21.7K
23	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$21.4K
24	Main Street Group, LTD	Shares	1.2KSH	$10.6K
25	Key FInancial Inc	Shares	972SH	$8.9K
26	Versant Capital Management, Inc	Shares	890SH	$8.1K
27	GILPIN WEALTH MANAGEMENT, LLC	Shares	848SH	$7.8K
28	Center for Financial Planning, Inc.	Shares	756SH	$6.9K
29	Marshall & Sterling Wealth Advisors Inc.	Shares	712SH	$6.5K
30	Mirae Asset Global Investments Co., Ltd.	Shares	514SH	$4.7K
31	IFP Advisors, Inc	Shares	473SH	$4.3K
32	Fortitude Family Office, LLC	Shares	173SH	$1.6K
33	Darwin Wealth Management, LLC	Shares	108SH	$991
34	State of Alaska, Department of Revenue	Shares	67.9KSH	$620
35	True Wealth Design, LLC	Shares	51SH	$467
36	MassMutual Private Wealth & Trust, FSB	Shares	40SH	$366
37	GHP Investment Advisors, Inc.	Shares	19SH	$174

Manager changes2026-06-30 vs 2026-03-31

41 / 41 loaded

#		Instrument
1	WILSEY ASSET MANAGEMENT INC added	Shares	+16.7K	+$12.8M	$44.9M
2	Nepsis Inc. added	Shares	+163.9K	+$2.3M	$4.4M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+36.7K	+$479.9K	$847.3K
4	Swedbank AB unchanged	Shares	0	+$317.9K	$1.1M
5	Merit Financial Group, LLC added	Shares	+470	+$178.3K	$621.4K
6	Sequoia Financial Advisors, LLC new	Shares	+18.3K	+$167.6K	$167.6K
7	SCHARF INVESTMENTS, LLC new	Shares	+14.8K	+$135.5K	$135.5K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+5.1K	+$134.8K	$360.3K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-467	+$117.8K	$407.0K
10	J.W. COLE ADVISORS, INC. new	Shares	+11.3K	+$103.5K	$103.5K
11	Ballentine Partners, LLC new	Shares	+10.7K	+$97.8K	$97.8K
12	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$79.6K	$282.4K
13	BFSG, LLC unchanged	Shares	0	+$66.6K	$236.2K
14	SIGNATUREFD, LLC added	Shares	+1.6K	+$58.5K	$171.5K
15	IFM Investors Pty Ltd added	Shares	+447	+$55.2K	$185.5K
16	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1.4K	+$33.9K	$152.1K
17	Sherry Group, Inc. unchanged	Shares	0	+$31.3K	$106.4K
18	Pflug Koory, LLC unchanged	Shares	0	+$12.1K	$42.8K
19	Farther Finance Advisors, LLC trimmed	Shares	-676	+$11.5K	$54.1K
20	GAMMA Investing LLC added	Shares	+56	+$8.4K	$28.6K
21	Spire Wealth Management unchanged	Shares	0	+$6.1K	$21.7K
22	EverSource Wealth Advisors, LLC trimmed	Shares	-99	+$5.4K	$21.4K
23	Versant Capital Management, Inc added	Shares	+138	+$3.2K	$8.1K
24	Main Street Group, LTD unchanged	Shares	0	+$3.0K	$10.6K
25	Key FInancial Inc unchanged	Shares	0	+$2.5K	$8.9K
26	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$2.2K	$7.8K
27	Center for Financial Planning, Inc. unchanged	Shares	0	+$2.0K	$6.9K
28	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$1.8K	$6.5K
29	Fortitude Family Office, LLC new	Shares	+173	+$1.6K	$1.6K
30	IFP Advisors, Inc added	Shares	+6	+$1.3K	$4.3K
31	Darwin Wealth Management, LLC unchanged	Shares	0	+$280	$991
32	State of Alaska, Department of Revenue unchanged	Shares	0	+$174	$620
33	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$103	$366
34	GHP Investment Advisors, Inc. unchanged	Shares	0	+$49	$174
35	True Wealth Design, LLC trimmed	Shares	-63	-$282	$467
36	Blue Trust, Inc. exited	Shares	-70	-$460	$0
37	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.1K	-$12.1K	$4.7K
38	Sound Income Strategies, LLC exited	Shares	-1.9K	-$12.3K	$0
39	Andrews Advisory Associates, LLC exited	Shares	-11.3K	-$74.4K	$0
40	Oak Thistle LLC exited	Shares	-11.7K	-$77.2K	$0
41	Robeco Institutional Asset Management B.V. trimmed	Shares	-480.9K	-$3.0M	$492.5K